It reports that, since March, Apple has imported "188 ocean containers of a product type never before declared on its shipping manifests."
Apple usually calls containers full of its computers something descriptive like "desktop computers" or "laptop computers." These particular containers are labeled "electric computers." Apple has never used this terminology before. I would have to say this is a pretty vague description, seeing as almost all "computers" these days use some form of electricity to perform calculations.
At this point, we've all seen the reports of dwindling iPhone stocks, and the predictions about what will be announced on June 9 at the Apple WWDC. It isn't a stretch to conclude that these containers do indeed contain the 3G iPhone.
ImportGenius goes on to report, "data from U.S. customs records now seem to confirm this prediction, according to ImportGenius.com. By analyzing thousands of U.S. customs records for Apple Computer, employees of the search engine for container shipment data identified a major spike in imports generated by a new product type."
ImportGenius' Ryan Peterson said, "They have never before reported this product on their customs declarations. The fact that they are importing millions of units, combined with dwindling stocks of the first generation of iPhones, clearly supports ... analysts' predictions."
I don't know if it is as clear-cut as Peterson claims, but it's not an unrealistic assumption to make.